{"title":"▶️ Point of sale overview for users","slug":"how-to-use-point-of-sale","url":"https://support.storeconnect.com/articles/how-to-use-point-of-sale","url_markdown":"https://support.storeconnect.com/articles/how-to-use-point-of-sale.md","subtitle":null,"summary":"Walks through the full POS workflow: starting shifts, browsing products, managing the cart, processing payments with split tender, issuing refunds, and closing shifts.","type":"Videos_Tutorials","video_url":"https://vimeo.com/1155270072?fl=sv\u0026fe=ci","keywords":null,"last_modified":"2026-08-21T07:12:35+0000","body_markdown":"## Start a shift (supervisor or manager)\n\n1.  Click **Start a Shift**.\n\n2.  Select an **Associated User**.\n\n3.  Enter the **User’s PIN**.\n\n4.  Set the **Opening Float** (cash balance).\n\n5.  Click **Start Shift**.\n\n\n## Sign in as a user (general employees)\n\n1.  Find your user profile and sign in\n2.  Enter the PIN given to you by your manager.\n\n---\n\n## Navigate the POS interface\n\n-   **Products** displayed from your **Quick List** or via **search**.\n\n-   **Online Status** shown in top-right:\n\n    -   Online / Offline / Syncing.\n\n-   **Lock Terminal** when a user steps away.\n\n-   **Multiple Users** can be added to the same shift.\n\n\n---\n\n## Manage products \u0026 checkout\n\n1.  Switch between **card view** or **list view** of products.\n\n2.  View **available stock** via the three-dot menu.\n\n3.  Add products to the **cart** by clicking on them.\n\n4.  In the checkout, you can:\n\n    -   Adjust **quantities**.\n\n    -   **Remove** items.\n\n    -   Add **Serial Numbers**.\n\n    -   Set **Special Actions** (Takeaway, On Hold, Transfer, Special Order).\n\n\n---\n\n## Add Customers\n\n1.  Click **Add Customer** to:\n\n    -   Select an existing customer, or\n\n    -   Create a new customer.\n\n2.  The customer will now be linked to the **current transaction**.\n\n\n---\n\n## Manage orders\n\n-   **Park Order** to save it for later.\n\n-   Apply **Discounts**:\n\n    -   Set by **Currency** or **Percentage**.\n\n    -   Discounts may be limited per user role.\n\n-   Individual item options:\n\n    -   Adjust **price**.\n\n    -   Add **Serial Number**.\n\n    -   Choose **Special Action** and **Pay Now** options.\n\n\n---\n\n## Checkout \u0026 payments\n\n1.  Proceed to **Checkout**.\n\n2.  Select one or more **Payment Methods**:\n\n    -   Card (Reader or Manual Entry).\n\n    -   Cash.\n\n    -   Account Credit.\n\n    -   Bank Transfer.\n\n    -   Check.\n\n    -   Voucher.\n\n    -   Pay on Account (with Purchase Order).\n\n3.  **Split Payments** supported.\n\n4.  Option to **Park Transaction** or add **Order Notes**.\n\n\n---\n\n## Complete an order\n\n1.  Once payment is complete, view the **Order Placed Page**:\n\n    -   Order Number.\n\n    -   Payment Methods used.\n\n    -   Order Notes.\n\n2.  Options:\n\n    -   **Email Receipt** to the customer.\n\n    -   **Print Receipt** (if printer is connected).\n\n\n---\n\n## Orders \u0026 Refunds\n\n1.  Access **Menu** (top-left).\n\n2.  Open **Orders** to:\n\n    -   View **Recent Orders**.\n\n    -   Search older orders (by date, customer name, phone, or email).\n\n3.  To process a **Refund or Exchange**:\n\n    -   Open the order → Order Actions → Refund or Exchange Items.\n\n    -   Select items to refund or exchange.\n\n    -   Process the refund via **appropriate payment methods** (support split refunds).\n\n\n---\n\n## Other features\n\n-   **Pickups**: View stock transfers between locations.\n\n-   **Customers**: Access full customer database.\n\n-   **Suppliers**: View and manage supplier details.\n\n-   **Settings**: Configure advanced settings.\n\n\n---\n\n## End the shift (supervisor or manager)\n\n1.  Open **Menu**.\n\n2.  Click **End Current Shift**.\n\n3.  Enter **Closing Balances**.\n\n4.  Click **Confirm**."}